Ben Thompson
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Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition
The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress can do more.
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.
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WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
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2025.24: Apple and Its Safe Place
The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside down NBA Finals.
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An Interview with “Apple in China” Author Patrick McGee
An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.